Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
213
$62.22 - $76.67 $13.3K - $16.3K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2020 Filed on Oct 08, 2020
300
$6.49 - $8.39 $1.95K - $2.52K
HEIA
Heico Crp Cl A
Q3 2020 Filed on Oct 08, 2020
38
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2020 Filed on Jul 14, 2020
9
$23.77 - $26.93 $214 - $242
Raytheon CO Com New
Q2 2020 Filed on Jul 14, 2020
589
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2020 Filed on Jul 14, 2020
36
$114.73 - $118.21 $4.13K - $4.26K
OKE
Oneok Inc

Energy
Q2 2020 Filed on Jul 14, 2020
296
$19.2 - $48.04 $5.68K - $14.2K
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Jul 14, 2020
10
$10.74 - $24.4 $107 - $244
Aurora Cannabis Inc Com
Q2 2020 Filed on Jul 14, 2020
143
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
31
$28.83 - $36.83 $894 - $1.14K
UHAL
Amerco

Industrials
Q2 2020 Filed on Jul 14, 2020
6
$250.97 - $347.06 $1.51K - $2.08K
Weingarten Rlty Invs Sh Ben Int
Q2 2020 Filed on Jul 14, 2020
1,100
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
30
$46.57 - $57.9 $1.4K - $1.74K
BNDX
Vanguard Total International B

ETFs
Q2 2020 Filed on Jul 14, 2020
107
$56.12 - $57.76 $6K - $6.18K
LBTYK
Liberty Global PLC

Communication Services
Q2 2020 Filed on Jul 14, 2020
77
$14.84 - $23.35 $1.14K - $1.8K
Marvell Technology Group LTD Ord
Q2 2020 Filed on Jul 14, 2020
100
N/A
LBTYA
Liberty Global PLC

Communication Services
Q2 2020 Filed on Jul 14, 2020
39
$15.8 - $24.02 $616 - $937
Cadence Bancorporation Cl A
Q2 2020 Filed on Jul 14, 2020
50
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
105
$16.14 - $18.92 $1.69K - $1.99K
Telaria Inc Com
Q2 2020 Filed on Jul 14, 2020
300
N/A
Direxion Daily S&P 500 Bear 3 X Shares
Q2 2020 Filed on Jul 14, 2020
300
N/A
RIG
Transocean Ltd.

Energy
Q2 2020 Filed on Jul 14, 2020
4
$0.84 - $3.75 $3.36 - $15
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2020 Filed on Jul 14, 2020
2
$31.83 - $40.85 $63.7 - $81.7
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q2 2020 Filed on Jul 14, 2020
135
$29.99 - $39.74 $4.05K - $5.36K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2020 Filed on Jul 14, 2020
37
$32.36 - $40.59 $1.2K - $1.5K
CVI
Cvr Energy Inc

Energy
Q2 2020 Filed on Jul 14, 2020
38
$14.28 - $24.88 $543 - $945
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2020 Filed on Jul 14, 2020
15
$18.94 - $24.93 $284 - $374
VV
Vanguard Large Cap ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
370
$113.24 - $149.5 $41.9K - $55.3K
Denbury Res Inc Com New
Q2 2020 Filed on Jul 14, 2020
500
N/A
KEY
Keycorp

Financial Services
Q2 2020 Filed on Jul 14, 2020
0
$9.07 - $15.21 $0 - $0
Tortoise Energy Infra Corp Com
Q2 2020 Filed on Jul 14, 2020
59
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2020 Filed on Jul 14, 2020
1,093
$39.86 - $56.97 $43.6K - $62.3K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2020 Filed on Jul 14, 2020
897
$42.16 - $60.6 $37.8K - $54.4K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2020 Filed on Jul 14, 2020
160
$59.9 - $85.49 $9.58K - $13.7K
Velocityshares Daily 4 X Long Usd Vs. Eur Index Etns
Q2 2020 Filed on Jul 14, 2020
0
N/A
MU
Micron Technology Inc

Technology
Q2 2020 Filed on Jul 14, 2020
50
$39.89 - $53.72 $1.99K - $2.69K
MCHI
Ishares Msci China ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
212
$55.21 - $66.92 $11.7K - $14.2K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2020 Filed on Jul 14, 2020
32
$54.49 - $72.8 $1.74K - $2.33K
EQNR
Equinor Asa

Energy
Q2 2020 Filed on Jul 14, 2020
50
$11.86 - $17.01 $593 - $851
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
802
$36.66 - $49.89 $29.4K - $40K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 14, 2020
80
$22.87 - $29.3 $1.83K - $2.34K
Peoples Utd Finl Inc Com
Q2 2020 Filed on Jul 14, 2020
0
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Jul 14, 2020
25
$85.19 - $131.13 $2.13K - $3.28K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2020 Filed on Jul 14, 2020
6
$81.78 - $83.12 $491 - $499
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2020 Filed on Jul 14, 2020
144
$25.73 - $31.84 $3.71K - $4.58K
UGI
Ugi Corp

Utilities
Q1 2020 Filed on Apr 20, 2020
934
$22.92 - $44.76 $21.4K - $41.8K
Aon PLC Shs Cl A
Q1 2020 Filed on Apr 20, 2020
110
N/A
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
49
$56.92 - $86.39 $2.79K - $4.23K
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
Q1 2020 Filed on Apr 20, 2020
800
$5.95 - $8.84 $4.76K - $7.07K
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